MIS Builder Budget (mis_builder_budget)

Create budgets for MIS reports.

This module lets you create budgets for any MIS report. Several budgets
can be created for a given report template (ie one budget per year).
Budget figures are provided by KPI or by GL account, with different time
periods. A budget can then be selected as a data source for a MIS report
column, and the report will show the budgeted values for each KPI,
adjusted for the period of the column.

Code Analysis ⓘ

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_list_view`	mis.budget.by.account.item.list (in mis_builder_budget)	mis.budget.by.account.item	list	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_list_view`	mis.budget.by.account.list (in mis_builder_budget)	mis.budget.by.account	list	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_list_view`	mis.budget.item.list (in mis_builder_budget)	mis.budget.item	list	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_list_view`	mis.budget.list (in mis_builder_budget)	mis.budget	list	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	form	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	form	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	form	Inherits mis_builder.mis_report_view_kpi_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (10)

New fields (3)

active Boolean
copy=False default=True
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr>
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (4)

active Boolean
copy=False default=True
allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=False
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
check_company=True comodel_name='account.account' required=True
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (5)

budget_company_id Many2one
related='budget_id.company_id' string='#Technical field: Budget Company'
budget_id Many2one → mis.budget
comodel_name='mis.budget'
company_id Many2one → res.company
comodel_name='res.company' compute='_compute_company_id' readonly=False store=True
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (6)

budget_date_from Date
related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

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Code Analysis ⓘ

Views touched (13)

HTTP endpoints (0)

Models touched (10)

mis.budget New model Model 3 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 4 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin, analytic.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 5 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 6 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 0 methods MisReportKpiExpression · inherits mis.report.kpi.expression